Leading IRA & HSA Specialists

We help navigate the complex world of IRAs in an uncomplicated way.

Who We Are And What We Do

JM Consultants provides nationwide, customized retirement plan training to financial institutions. We specialize in comprehensive IRA and HSA in-house training, IRA schools, IRA audits, and point-of-origin sales lead generation.

With over 60+ years of combined banking and financial industry experience, we provide industry-leading education and compliance that will help you increase operational efficiencies, maintain consistent regulatory compliance, retain employees, and grow your customer’s trust.

THE MOST
COMPREHENSIVE
IRA TRAINING
IN THE
INDUSTRY,
PERIOD.

Training Built For You.

We believe that information, no matter how technical, is only helpful if you’re taught how to use it. Many can tell you what the rules are – we tell you what the rules mean. That’s why we take our industry-leading IRA and HSA manuals and distill it down to understandable and relateable real-world scenarios. We’ll tailor fit our training to the specific learning experience your organization needs.

LEARN IRAs
INSIDE
AND OUT,
FRONT TO
BACK.

Experience The Best.

Our IRA School is the most thorough experience in all things IRA. We cover nearly every conceivable topic with real-world examples and group interactions to present the most well-rounded experience possible. Our schools also present a great opportunity to learn how we can customize our training for your organization.

NEVER QUESTION
IF YOUR IRA
PORTFOLIO
IS IN
COMPLIANCE
EVER AGAIN.

Limit Your Liabilities.

We’ll conduct a thorough audit and review of your IRA program to control compliance risk and help ensure efficient operations and good customer service. From required minimum distributions to IRS Form 5498, we leave no stone unturned, ensuring you’re not exposed to any unnecessary liabilities. We complete the audit with a thorough and intimate review of our findings and recommendations to enhance processing and training.

CONVERT YOUR
FRONTLINE
STAFF INTO
LEAD
GENERATING
ASSETS.

Grow Your Leads.

Most of the strong relationships between your bank and its customer base are nurtured by your frontline staff. Their interactions foster great trust, making them the perfect conduit between the customer and your sales staff. We work with your frontline staff to interpret your customers’ needs with a deft touch, resulting in significant leads growth.

Meet our Consultants

  • Matthew Dickinson

    President / CEO

  • Mike Nelson

    Founder

Learn about our team

Lets work together

Reach out to us with any questions or inquiries. We are here to provide expert guidance on IRA and HSA education, as well as comprehensive consulting services. Choose JM Consultants for professional training, audits, and unparalleled expertise.